A Basic Overview of Trusts

MCLE Credits: 1.5
Ethics Credits Included: 0.0

Tuesday, September 20, 9:30 a.m. - 11:00 a.m. ET

Wednesday, October 5, 9:30 a.m. - 11:00 a.m. ET
  • Webcast with Live Q&A
  • Telephone with Live Q&A
MCLE Credit: 1.5 (Ethics: 0.0)
Live-Interactive Credit: 1.5 (all dates, all formats) Live Interactive MCLE Credit Symbol
Registration Fee: $125

Information

Why Attend?

This is a quick overview of trusts without getting into specifics of each trust. Learn which trusts will:

  • Protect a client’s assets
  • Protect a disabled spouse or child
  • Give to charity while remaining beneficial to the grantor
  • Put conditions on bequests

Also learn other purposes behind the use of trusts.

GRATs, QPRTs, SNTs, ILITs????

Trusts and estates lawyers need to learn a whole set of acronyms for the various types of trusts available to their clients. Become familiar with the terms and general concepts as your first foray into the estate planning world.

Everyone should have a will, sure. What other estate planning tools are available to either protect assets or assure assets are distributed according to your clients’ wishes?

More and more clients are exploring the use of trusts in their estate planning. This seminar will give the practitioner an overview of various types of trusts to consider when assisting a client with specific estate planning needs. Learn which trusts will serve your client’s goals from tax planning, to protecting a disabled beneficiary, to making charitable bequests. This is a basic- level seminar.

Trusts Overview

  • Revocable Living Trusts
  • Irrevocable Trusts
  • Irrevocable Life Insurance Trusts
  • Testamentary Trusts
  • Credit Shelter or Family Trusts
  • Grantor-Retained Annuity Trusts
  • Marital Deduction Trusts
  • Qualified Terminable Interest Property Trusts
  • Qualified Personal Residence Trusts
  • Qualified Domestic Trusts
  • Charitable Remainder Trusts and Charitable Lead Trusts
  • Special Needs Trusts
 

Registering for this program as a webcast? Purchase an 8- or 12-credit Online Bundle, and save up to 40% on your choice of webcasts and/or online seminars. No need to make all of your selections immediately — take up to 365 days to choose the programs you want.

Government Attorney? Receive a 50% discount on this and most seminars, and a 30% discount on publications.
New Virginia Lawyer? (less than three years) Receive a 25% discount on this and most seminars and publications.


Registration Deadlines:
Webcast: 10 minutes prior to seminar. If you register for a webcast the day of the seminar, your e-mail receipt will include a link to launch the seminar and download the materials.
Telephone: Online registration ends at 11:59 p.m. the day preceding the seminar
Call (800) 979-8253 to register up to one hour prior to the seminar
Live on Site: Online registration ends at 11:59 p.m. the day preceding the seminar
Walk-in registration is permitted on a space-available basis

Cancellation Policy: Cancellation/transfer requests will be honored until 5:00 p.m. the day preceding the seminar. You will, however, be charged $40 if you cancel or transfer your registration to a different seminar after the link to the materials has been e-mailed by Virginia CLE.

Full refunds or transfers are available up to two days after a webcast in the unlikely event that you experience technical difficulties.

MCLE Credit Caveat: The MCLE Board measures credits by the time you spend in attendance. If you enter a seminar late or leave it early, or both, you must reflect those adjustments accurately in the credits you report on your credit reporting form. A code will be given at the end of the seminar, which must be written on your MCLE form.


Can't Attend?
E-mail distance_ed@vacle.org to be notified when/if this program is made available as an online or USB seminar.
E-mail publications@vacle.org to be notified when/if this program's seminar materials are made available for sale.

Schedule

COURSE SCHEDULE (September 20)

9:30 A Basic Overview of Trusts
10:45 Question-and-Answer Session
11:00 Adjourn
  • Sign-in for live seminar attendees in Charlottesville begins at 9:00 a.m.
  • Q&A will be handled via chat room for Webcast attendees.
  • Q&A will be handled via e-mail for telephone seminar attendees.

COURSE SCHEDULE (October 5)

9:30 A Basic Overview of Trusts
10:45 Question-and-Answer Session
11:00 Adjourn
  • Q&A will be handled via chat room for Webcast attendees.
  • Q&A will be handled via e-mail for telephone seminar attendees.

Faculty

ABOUT THE SPEAKER

Virginia H. Grigg, Christian & Barton, LLP / Richmond

Virginia H. Grigg is counsel in Christian & Barton's Trusts and Estates section.  Her practice focuses on estate planning, administration of estates, and litigation involving estate and trust matters.  A graduate of TC Williams School of law, she is a frequent lecturer on these topics.

Locations, Dates and Fees

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  • 105 Whitewood Road
    Charlottesville, VA 22901

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